Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
There Are More 401(k) and IRA Millionaires Than Ever
By Suzanne WoolleyThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.
August 03, 2021
LPL Investigates Rep Who Allegedly Refused to Hire Black ApplicantsEileen Cure of Cure and Associates was called "racist of the day" on a TikTok video showing a Skype message she allegedly sent.
August 02, 2021
15 Tactful Ways to Announce You Are an AdvisorThere are plenty of ways to raise your professional visibility without hitting people over the head.
July 26, 2021
How to Throw a Dinner Party That Wows Your Wealthy ClientsEntertaining helps you build better relationships faster — and gets you invited to more parties.
July 21, 2021
What Does a Great Advisor Bring to the Table?The beauty of a relationship-based business is you can help your clients in ways they never knew they needed.
July 09, 2021
The Real Reasons Clients Pay AdvisorsTwo principles underlie successful advisors: Provide useful knowledge and help the client avoid mistakes.
July 06, 2021
How 'Power Phrases' Make You Memorable to ProspectsAdvisor Leibel Sternbach tells ThinkAdvisor how to craft a message that attracts attention — over and over again.
July 06, 2021
To Build a Thriving Niche Practice, Learn When to Say NoAn inquiry from a near-fit prospect can signal an opportunity to expand to a parallel niche — or a trap.